After posting a letter or running a transaction, you have the opportunity to view those historical actions by clicking on the History tab from the Group Overview. 

History Overview

A. Transaction History Section 

i. Date - Displays the date the documents were created. 

ii. Program - Shows the program the members are associated with 

iii. Number of Transactions - Number of transactions posted in total 

B. Document History Section: 

i. Date - Displays the date the documents were created. 

ii. Number of Documents - Shows the number of documents created on the aforementioned date 

iii. Document Type - The name of the document generated

iiii. Download - Allows you the ability to download all documents from one location 

Transactions 

A. Back to History List - Clicking here takes the user back to the History Overview

B. Transaction Summary - Provides a summary of the transaction posting details, including the posted on date, number of entries, total amount, and description if applicable. 

C. Print All - Allows the user to print all invoices at one time 

D. Household - Which household the transaction posted to. 

E. Account - The account the transaction posted to 

F. Transaction Type - Type of transaction posted, i.e charge, credit, or adjustment

G. Amount - Amount of the transaction. 

H.  Print - Print an individual invoice for the transaction corresponding with the household

Documents

A. Back to History List - Clicking here takes the user back to the History Overview

B. Document Summary - Provides a summary of the documents generated, including the generated on date, number of entries, template type, and who generated the document 

C. Print All - Allows the user to print all documents at one time 

D. Household - Which household the transaction posted to. 

E. File - Name of the document generated  

F. Upload Date - Date the document was generated and added to the household documents tab 

G. Print - Print an individual copy of the document generated